Export Oriented Manufacturing Industry Analysis
RBI monetary policy: Currency forward curbs temporary, says Sanjay Malhotra
RBI's temporary forex curbs won't derail rupee internationalization; long-term liberalization plans intact
Impact: 6/10
SEZs seek duty relief for three years, higher domestic sales limit
SEZ duty relief push could boost domestic sales but risks eroding export competitiveness in India's $300B manufacturing corridor
Impact: 6/10
India’s major ports handle record 915 MT cargo in FY26
India's ports hit record 915 MT cargo, signalling robust export demand and economic momentum heading into FY27.
Impact: 7/10
CII's 20-Point Policy Agenda calls for coordinated fiscal, financial and trade response to West Asia crisis
CII's 20-point plan shields India from West Asia crisis through fiscal, credit, and trade measures
Impact: 6/10
RBI expected to hold rates steady in first monetary policy since West Asia conflict: SBI Report
RBI pauses rate hikes amid geopolitical turmoil, shielding borrowers but risking inflation creep
Impact: 6/10
No need for a rate hike unless inflation spikes: Economists
RBI signals no rate hike needed as inflation stays controlled, boosting equity markets and reducing borrowing costs for Indian households
Impact: 7/10
Banks seek relief on new forex cap amid loss risk
RBI's $100M forex cap forces banks to unwind trades, risking mark-to-market losses and rupee volatility
Impact: 6/10
FinMin flags growth risks for India as Middle East war ups energy costs
Middle East conflict threatens India's growth as energy costs spike and rupee weakens amid widening current account deficit.
Impact: 8/10